Your Money Matters, but Your Purpose Matters More. We Help You Steward Both.

Wealth Management for Christians

Our Mission

At our core we are driven to help Christians steward their assets wisely to bless them, their families, their communities and all for the glory of God.

Our Approach

Our approach is rooted in faith-based values and a deep commitment to serving our clients with integrity, transparency, and expertise.

We believe in building lasting relationships and creating customized financial strategies tailored to each client's unique needs and aspirations.

Our Services

Comprehensive Financial Planning

Our comprehensive financial planning services are designed to provide a clear roadmap for your financial journey. From retirement planning to investment management and much more, we are dedicated to guiding you towards long-term financial security and prosperity.

Strategic Asset Management

We specialize in customized wealth management strategies that prioritize your values, goals, and financial well-being. Our approach is designed to optimize your assets and help you build a strong foundation for enduring financial success.

Legacy & Business Planning

Preserving your legacy and ensuring a smooth transition for your wealth or business are integral parts of our services. We work closely with families and business owners to develop comprehensive plans that safeguard their legacies and business interests for future generations.

Risk Management & Employee Benefits

We offer strategic guidance on risk mitigation strategies and employee solutions to help you protect your future and take care of those who work for you. Our expertise extends to designing tailored plans that mitigate risks and promote financial well-being.

Testimonials

"I have retired and have had the pleasure of working with Will Snodgrass for 10 years. He has always been a well-informed, concerned and very effective financial advisor and I owe my financial stability to his diligence and keen perception of my needs as it relates to the market and other investments."

Catherine M.

The statement was provided 10/4/24 by Catherine M who is client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Our Blogs

Faith-Based Financial Planning Vs Traditional Wealth Management: Which Is Better For Your Family?

As fiduciary asset managers[6], we understand that choosing the right financial planning approach for your family is one of the most significant decisions you'll make. The question isn't simply about which methodology generates better returns, it's about finding an approach that aligns with your deepest values while effectively securing your family's financial future. The fundamental difference between faith-based financial planning and t raditional wealth management lies not

Are You Making These Common Retirement Planning Mistakes?

Retirement planning can feel overwhelming, especially when you're trying to align your financial decisions with your faith. As Christians, we're called to be good stewards of the resources God has entrusted to us, yet many believers unknowingly make critical mistakes that could jeopardize their financial security in their golden years. Research shows that even well-intentioned Christians often fall into common retirement planning traps that can significantly impact their abil

Understanding Faith-Based Financial Planning

Navigating the complexities of financial management can be challenging, especially when we seek to align our monetary decisions with our spiritual values. Faith-driven financial strategies offer a meaningful approach to managing resources, ensuring that our financial goals reflect our beliefs and commitments. By integrating faith principles with practical financial planning, we can cultivate stability, generosity, and stewardship in our lives. Embracing Faith-Driven Financial